Problem:

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...

Problem:

As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and updated account plan available. By aggregating product information into your Account page, you now have...